How to Run Monthly Invoices Using Invoice Automation

Once you have set up your automated invoicing, if they do not generate automatically on the set month, you can manually initiate the process on a date of your choice.

For instance, you could initiate it on the 1st of the month or on the 5th, although we recommend maintaining a consistent run date.

Important:

You only need to initiate this process once for it to take effect.

To initiate a manual invoice run:

1. Go to the 'Main Menu'
2. Select 'Settings'
3. Select 'Invoice Automation'
4. Select the pencil icon next to the automation you want to run
5. Scroll down to the section labeled 'Manually Run This Invoicing on This Date'
6. Choose the date for the run, such as the first of the current month
7. Click on 'Run Invoicing'

This action will trigger the invoicing process starting from the specified date.

For instance, if you intend to process the May invoices, set it to run from June 1st, regardless of today's date being the 3rd of June. This will automatically generate the invoices for the previous month.